Hi tejek:
When I look over events that have transpired in the relatively short 5 month interval since June '99 when the Athlon was introduced, I see a remarkable rollout of an awesome product line that has opened the door to the "higher margin" higher tiered markets, where, prior to the Athlon, "that other company" had played unhindered by competition. More astounding to me, is that AMD's entrance can hardly be construed as quiet as they "seem to have kicked down the door" by providing not just a competitive product but "the better mousetrap at the better price". (My morning newspaper advertises The Accelerator by IBM, with an Athlon 700MHz processor for sale, which as far as I know, is the fastest available processor to be found in my marketplace).
When I look over events that have transpired since June '99, I have a perception of "that other company" doing a great deal of "huffing and sputtering", but not much actual tangible evidence of a great deal of success in bringing to market new product.
I must say, as an AMD investor, I do enjoy this role reversal, and see nothing to indicate that the AMD, with its Athlon (and its flash memory), won't be able to bask in this new role for the foreseeable future.
Once again, this "hat is off" to AMD management for what certainly indicates to me, the exercise of outstanding judgment, timing and perseverance in bringing Athlon to the consumer and in the timing of the production shift to Dresden.
(Apologies, if some of the foregoing is redundant, as this is a reworking of a posting attempt of 15 minutes ago, that appears to have vapourized). |
